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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

141 hedge funds and large institutions have $400M invested in First Trust Municipal High Income ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+21
Holders Change %
+17.5%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
31
Increased
49
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$66M
2
Morgan Stanley
Morgan Stanley
New York
$47.3M
3
Wells Fargo
Wells Fargo
California
$19.4M
4
PWP
Principle Wealth Partners
Connecticut
$8.07M
5
CA
Crumly & Associates
Illinois
$9.9M

Top Sellers

1
RA
RFG Advisory
Alabama
$903K
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$772K
3
UBS Group
UBS Group
Switzerland
$3.66M
4
RT
Rockland Trust
Massachusetts
$4.01M
5
Bank of America
Bank of America
North Carolina
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
AJ Advisors
Tennessee
$3.03M +$3.03M +63,569 New
CWM
27
Cornerstone Wealth Management
Missouri
$2.95M -$17.8K -374 -0.6%
MW
28
MBL Wealth
North Carolina
$2.82M +$417K +8,745 +17%
PTP
29
Platform Technology Partners
New York
$2.8M +$28.4K +593 +1%
VWA
30
Visionary Wealth Advisors
Illinois
$2.6M +$415K +8,706 +19%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.57M +$484K +10,146 +23%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.31M +$617K +12,928 +37%
SPIA
33
Steward Partners Investment Advisory
New York
$2.19M -$286 -6 -0%
IA
34
IFP Advisors
Florida
$2.18M +$955K +20,025 +78%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.97M +$402K +8,440 +26%
ARG
36
Advisory Resource Group
Oklahoma
$1.96M -$3.34K -70 -0.2%
MA
37
Mutual Advisors
Nebraska
$1.9M -$18.2K -381 -0.9%
BHWA
38
Beacon Harbor Wealth Advisors
Virginia
$1.85M +$1.85M +38,862 New
NW
39
NewEdge Wealth
Pennsylvania
$1.5M +$1.5M +31,531 New
FTUS
40
Flow Traders U.S.
New York
$1.49M +$867K +18,189 +140%
Citadel Advisors
41
Citadel Advisors
Florida
$1.47M +$33K +692 +2%
SI
42
Stephens Inc
Arkansas
$1.44M – – –
CTB
43
Country Trust Bank
Illinois
$1.39M +$947K +19,863 +214%
GA
44
GSG Advisors
New Jersey
$1.35M +$533K +11,208 +65%
FA
45
Flagstar Advisors
New York
$1.33M +$56.8K +1,192 +4%
EH
46
Equitable Holdings
New York
$1.31M +$237K +4,979 +22%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$1.26M -$478K -10,018 -28%
KAS
48
Kestra Advisory Services
Texas
$1.15M -$10.1K -211 -0.9%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.14M -$229K -4,800 -17%
SWP
50
ShoreHaven Wealth Partners
New Jersey
$1.12M +$50.3K +1,054 +5%
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